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Trilogy Employee Benefits
Benefits checkup clipboard and laptop in a warm office setting

Benefits Checkup

The better we understand your business, the better we can help.

A few details about your company, your current benefits, and what’s working—or not working—can help us have a much more useful conversation.

Choose the option that fits where you are right now.

Tell us a little

Share the basics so we can get to know your company and understand what you may be looking for.

Benefits checkup

Tell us a little

Fields marked are required. Share what you know; you can leave other questions blank.

Your company

Your employees

Current benefits

Other benefits currently offered

How can we help?

Send your information

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Your information and documents will be available to authorized Trilogy staff. Uploaded files are not included in notification emails.

Let’s look closer

Already talked with us? Give us a closer look at your benefits, workforce, and current setup so we can better evaluate your options.

Benefits checkup

Let’s look closer

Fields marked are required. Share what you know; you can leave other questions blank.

Your company

Your contact and locations

Your workforce

Eligibility and waiting period

For example: employees working 30+ hours per week, salaried employees, specific employee classes, or management.

How long must a newly eligible employee wait? For example: date of hire, first of the month following hire, 30 days, or 60 days.

Medical benefits

Other benefits

Other programs currently offered

Administration

Current benefits documents

Documents are optional. PDF, Word, Excel, CSV, JPG, or PNG; up to 10 MB per file and 30 MB total. Please do not include Social Security numbers or medical records.

Download the employee census template (Excel) ↓

Your priorities

What are your top priorities for your benefits program?

Select up to 3.

Review and send

Take a moment to check your answers. Use Back to make changes before sending.

Captcha Code

Your information and documents will be available to authorized Trilogy staff. Uploaded files are not included in notification emails.

The better we understand your business, the better we can help.

Let’s Talk